Posted:2 weeks ago|
Platform:
On-site
Full Time
PTIC Corporate Services Pvt. Ltd., established in 1995, is a highly respected wealth management group committed to helping clients realize their financial goals. Specializing in wealth management, we integrate financial planning with investment management, backed by significant expertise in taxation and accounting to maximize tax efficiency. Our client-first approach focuses on accessible, proactive, and clear communication, with a commitment to service excellence. Our team of experienced professionals is known for integrity, collaboration, and personalized solutions.
This is a full-time on-site position for a Relationship Manager located in Defence Colony. The Relationship Manager will be responsible for building and nurturing strong relationships with clients, identifying their financial needs, and offering tailored solutions. The role will involve advising clients on investment opportunities, managing client portfolios, and ensuring superior service delivery. The Relationship Manager will also collaborate with the team to implement tax-efficient strategies and maintain high levels of client satisfaction.
PTIC Corporate Services Pvt. Ltd.
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